(TCB63) | Client Relationship Partner

(TCB63) | Client Relationship Partner

14 Nov
Yes Bank Ltd

14 Nov

Yes Bank Ltd


Job Description

Client Relationship Partner - ( ACQ0000F7 )


Core Responsibilities

Business Acquisition

Undertakes acquisition of Quality CASA (Current Account & Saving Account)
Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products
. Maintaining good relationship with the customers through regular connects and prompt redressal of any queries

Quality Focus

Compliant towards KYC and all operational risk parameters
Complies with Banks policies and processes
Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns
Ensures safety and security of Bank and customer's assets

Ensures timely submission of MIS reports to relevant stakeholders


Minimum Qualifications

Bachelors degree in any discipline

Professional Certifications

AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage

Language Skills

Written and spoken English is essential

Primary Location : India-Maharashtra-Mumbai

Work Locations : Sion

Unit No. G-01 and G-02A Ground Floor Value Enclave Plot No. 55A Dr. Ambedkar Road Sion Mumbai 400022

MUMBAI 400022

Job : Client Relationship Partner

Organization : Branch Banking

Schedule : Regular

Shift : Standard

Job Type : Full-time

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